App

Karbon integrations

Connect Karbon to any other app, or use it from your AI client over MCP. Karbon is the collaborative practice management platform for accounting firms. It enables seamless communication and workflows so you know who is doing what, when, why, and how.

Connects with a tokenkarbonhq.com
1 trigger16 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Karbon?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

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Karbon with the apps people pair it with most

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What your agent can do with Karbon

Triggers and actions 1 trigger · 16 actions

  • Trigger
    New work item

    Triggers when a new work item is created in Karbon.

  • Action
    Add client group

    Creates a new client group in Karbon, optionally with members, owner, manager and client team.

  • Action
    Add note

    Creates a note in Karbon, optionally assigned to a user and linked to work items, contacts, organizations or client groups.

  • Action
    Add work item

    Creates a new work item for a client in Karbon.

  • Action
    Create Organization Contact

    Creates a new Organization contact in Karbon.

  • Action
    Create Person Contact

    Creates a new person Contact in Karbon and returns the created Contact record.

  • Action
    Find an Organization Contact

    Finds Organization contacts in Karbon matching a full name, email address, external key or contact type, and returns the matching organizations.

  • Action
    Find a Person Contact

    Finds person contacts in Karbon by email address, full name, phone number, contact type or external key, and returns the matches.

  • Action
    Get work item

    Returns the details of a single Karbon work item, including its client, dates, status, fee settings and role assignments.

  • Action
    List invoices

    Returns the invoices in your Karbon account, optionally filtered by invoice status and sorted.

  • Action
    List timesheets

    Returns a list of timesheets from your Karbon account, optionally filtered by date, user, work item or status, with their time entries if requested.

  • Action
    List users

    Returns the users in your Karbon account, optionally filtered by name or email address.

  • Action
    List work items

    Returns the work items in your Karbon account, optionally filtered and sorted.

  • Action
    Update client group

    Renames an existing Karbon client group by changing its full name.

  • Action
    Update Organization Contact

    Updates the name or privacy level of an existing Organization contact in Karbon.

  • Action
    Update Person Contact

    Updates the name details or privacy level of an existing Person Contact in Karbon.

  • Action
    Update work item

    Updates a Karbon work item's title, description, dates, assignee, work type, role assignments or status. Fields left blank are not changed.

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What our customers say

Questions

Karbon, answered

Is there a Karbon MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Karbon. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Karbon actions on demand, or have APIANT build, test and run automations that use Karbon. Nothing to install.

What can start an automation from Karbon?

Any of Karbon's 1 trigger in the catalog, including New work item. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Karbon?

Any of Karbon's 16 actions, including Create Organization Contact, Create Person Contact, Update client group and Update Organization Contact. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Karbon directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Karbon two ways. Ask it to do something in Karbon once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Karbon API?

No. APIANT connects to the Karbon API for you, with a token. Describe what you want in plain language and your agent builds it on the Karbon triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Karbon API documentation and adds it.

Which apps can Karbon connect to?

Any app in the catalog; the list on this page pairs Karbon with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.